Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

FirmFlow

Filter workflows to which you are assigned

To filter workflows in the
My Work
 screen, select a drawer from the
Drawer
 dropdown list, select the
Assigned to
 field and choose one of the following items.
  • <Your name>:
     Choose this item to view workflows that are assigned to you and on which you are currently working.
  • <Group name>
     Choose a group to view workflows from groups of which you are a member.
    tip
    This is useful for when you review workflows or for when you need to work on a workflow that is currently assigned to someone else.
  • <Your name> - Future Work:
     Choose this item to filter the list to show workflows that have been routed past the 1st workflow step, but not yet routed to you (based on pre-populated workflow-step routing assignments).
note
  • If you can't see
    Future Work
     on the
    My Work
     screen, contact Support to request that they enable the feature.
  • You can route a workflow to yourself so that you can view it in the
    My Work
     screen.
Additional filtering options in the
My Work
 screen
Choose an item from the
Service Type
 dropdown list to show only workflows with the selected service type.
note
By default, workflows for all service types are visible.
Choose an item from the
Status
 dropdown list to filter workflows by status.
note
To select multiple values, select the multi-value button next to the
Status
 dropdown list.

error-icon

error-close